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Catalyst Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Catalyst Private Wealth’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,703
Closed -$75K – 256
2020
Q3 		$75K Buy
+2,703
New +$75.6K 0.07% 96

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Catalyst Private Wealth's SUSC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2020, closing a stake of 2,703 shares — an estimated $75K sold.

Catalyst Private Wealth first reported a position in SUSC in Q3 2020 and held it in 1 quarter. The position peaked at $75K in Q3 2020. 120 funds tracked by Wall St. Rank hold SUSC as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,703 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2020, an estimated $75K.
  • Catalyst Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $75K in Q3 2020.
  • 120 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.